Lead Qualification & Discovery Call
Streamline your sales process by effectively qualifying leads and conducting impactful discovery calls to uncover client needs and align agency solutions.
This reusable ProcessKit template contains 7 steps and 41 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Initial Lead Review & Research
- Overview
- Prospect Company Name
- Company Website URL
- Initial Research Notes
- Target Audience Insights
- Key Competitors (if known)
Qualification & Outreach Strategy
- Overview
- Lead Qualification Score
- Primary Contact Name
- Primary Contact Email
- Proposed Outreach Channel
- Initial Value Proposition Draft
Schedule Discovery Call
- Overview
- Send Scheduling Link
- Confirm Calendar Invite Acceptance
- Discovery Call Date
- Discovery Call Time
- Meeting Platform Link
Discovery Call Preparation
- Overview
- Review Prospect's Website & Socials
- Prepare Custom Discovery Questions
- Select Relevant Case Studies/Examples
- Internal Team Briefing (if applicable)
Conduct Discovery Call
- Overview
- Call Recording Consent Obtained
- Prospect's Primary Business Challenge
- Key Desired Outcomes
- Estimated Budget Indication
- Decision-Making Process & Timeline
Post-Call Analysis & Next Steps
- Overview
- Detailed Call Summary Notes
- Identified Pain Points & Opportunities
- Proposed Initial Solutions (Internal)
- Follow-Up Action Items
- Next Meeting Proposed Date
Qualification Decision & CRM Update
- Overview
- Final Qualification Status
- Reason for Qualification Status
- CRM Updated with Call Notes & Status
- Opportunity Stage in CRM
- Assigned Deal Owner (if different)